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IYW icon

Simplicity Solutions’s iShares US Technology ETF IYW Stock Holding History

Simplicity Solutions’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$9.12M Sell
74,300
-854
-1% -$96.7K 0.25% 71
2023
Q3 		$7.89M Sell
75,154
-13,935
-16% -$1.52M 0.25% 79
2023
Q2 		$9.7M Sell
89,089
-12,400
-12% -$1.22M 0.26% 72
2023
Q1 		$9.42M Buy
101,489
+96,560
+1,959% +$8.1M 0.25% 81
2022
Q4 		$367K Hold
4,929
– – 0.05% 424
2022
Q3 		$362K Hold
4,929
– – 0.05% 399
2022
Q2 		$394K Hold
4,929
– – 0.05% 360
2022
Q1 		$508K Sell
4,929
-4,929
-50% -$503K 0.06% 303
2021
Q4 		$1.13M Buy
+9,858
New +$1.09M 0.13% 204
2021
Q1 		– Sell
-31,886
Closed -$2.71M – 755
2020
Q4 		$2.71M Buy
31,886
+17,122
+116% +$1.37M 0.04% 323
2020
Q3 		$1.11M Buy
14,764
+5,900
+67% +$431K 0.02% 459
2020
Q2 		$598K Buy
+8,864
New +$535K 0.01% 597
2020
Q1 		– Sell
-68,708
Closed -$4M – 823
2019
Q4 		$4M Buy
68,708
+33,680
+96% +$1.83M 0.12% 145
2019
Q3 		$1.79M Sell
35,028
-44,552
-56% -$2.26M 0.07% 199
2019
Q2 		$3.94M Buy
+79,580
New +$3.89M 0.17% 95
2019
Q1 		– Sell
-5,380
Closed -$216K – 784
2018
Q4 		$216K Buy
5,380
+1,044
+24% +$45.2K 0.03% 549
2018
Q3 		$210K Buy
+4,336
New +$205K 0.01% 518
2018
Q2 		– Sell
-5,608
Closed -$236K – 504
2018
Q1 		$236K Sell
5,608
-1,128
-17% -$48.6K 0.02% 319
2017
Q4 		$274K Sell
6,736
-2,128
-24% -$85.3K 0.03% 307
2017
Q3 		$332K Sell
8,864
-640
-7% -$23.4K 0.22% 134
2017
Q2 		$332K Sell
9,504
-4,504
-32% -$158K 0.04% 299
2017
Q1 		$473K Buy
+14,008
New +$455K 0.07% 234
2016
Q4 		– Sell
-16,760
Closed -$499K – 355
2016
Q3 		$499K Buy
+16,760
New +$480K 0.24% 100
2015
Q3 		– Sell
-89,260
Closed -$2.34M – 139
2015
Q2 		$2.34M Sell
89,260
-10,276
-10% -$277K 2.22% 14
2015
Q1 		$2.61M Buy
99,536
+3,832
+4% +$101K 3.09% 10
2014
Q4 		$2.5M Buy
+95,704
New +$2.44M 2.96% 9

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Solutions's IYW Position: Q4 2023 in Review

Simplicity Solutions reduced its iShares US Technology ETF (IYW) stake by 1.1% in Q4 2023, selling an estimated $96.7K and leaving 74,300 shares worth $9.12M. The position accounts for 0.25% of the portfolio, ranked #71.

Simplicity Solutions first reported a position in IYW in Q4 2014 and has held it in 26 quarters since. The position peaked at $9.7M in Q2 2023. 949 funds tracked by Wall St. Rank hold IYW as of Q4 2023.

  • Simplicity Solutions held 74,300 shares of iShares US Technology ETF worth $9.12M as of Q4 2023.
  • Simplicity Solutions sold 854 iShares US Technology ETF shares in Q4 2023, an estimated $96.7K.
  • iShares US Technology ETF made up 0.25% of Simplicity Solutions's portfolio in Q4 2023, its #71 holding.
  • Simplicity Solutions first reported a position in iShares US Technology ETF in Q4 2014 and has held it in 26 quarters since.
  • Simplicity Solutions's iShares US Technology ETF position peaked at $9.7M in Q2 2023.
  • 949 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.